RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Greerwalker Wealth Management LLC$978,807$332,794,434$0$332,794,434
702Moller Financial Services$343,906$332,556,801$0$332,556,801
703Gibraltar Capital Management, Inc.$2,677,539$329,104,185$2,910,649$332,014,834
704Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
705Firestone Capital Management Inc$350,852$329,565,000$1,990,000$331,555,000
706Private Fund Advisors, Inc.$501,515$331,000,000$0$331,000,000
707Schiavi + Dattani$2,177,362$275,116,116$55,842,969$330,959,085
708Barrington Strategic Wealth Management Group$545,598$280,041,606$50,045,099$330,086,705
709Aspen Capital Management$639,113$0$329,143,335$329,143,335
710Leonard Rickey Investment Advisors, PLLC$219,920$323,000,000$6,000,000$329,000,000
711Pennsylvania Capital Management Inc.$369,065$255,542,337$72,925,371$328,467,708
712J.W. Coons Advisors, LLC$1,197,745$312,267,246$15,914,879$328,182,125
713Private Advisory Group LLC$254,034$326,942,277$0$326,942,277
714Ritter Daniher Financial Advisory$301,418$286,200,943$39,028,863$325,229,806
715Donnelly Wealth Advisors$371,210$240,986,380$84,193,674$325,180,054
716Monarch Capital Management Inc$1,063,376$323,266,290$0$323,266,290
717Private Capital Management$360,215$323,112,462$0$323,112,462
718Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
719BGM Trunorth Wealth Partners$431,903$301,281,521$20,918,162$322,199,683
720Alphamark Advisors, LLC$395,829$301,467,652$20,341,055$321,808,707
721Berkshire Money Management, Inc.$195,704$321,542,294$0$321,542,294
722Harris Financial Advisors, Inc.$328,055$307,809,599$13,028,279$320,837,878
723Harbour Capital Advisors$1,565,887$319,440,865$0$319,440,865
724Rollins Financial Inc$560,364$318,846,879$0$318,846,879
725James R. Martin Consulting, Inc$658,652$318,787,386$0$318,787,386
726Thor Investment Management Inc$209,262$318,706,000$0$318,706,000
727Ogorek Wealth Management$562,622$318,443,829$0$318,443,829
728Tellone Management Group Inc$292,940$318,132,306$0$318,132,306
729Johnson Financial Group$1,431,862$313,398,207$4,475,188$317,873,395
730The Johnston Group, LLC$476,702$317,007,157$0$317,007,157
731Old Dominion Capital Management Inc.$358,408$316,832,236$0$316,832,236
732Bernhardt Wealth Management, Inc.$1,649,974$316,795,087$0$316,795,087
733Affinity Wealth Management$240,482$314,724,396$1,989,866$316,714,262
734Sitrin Capital Management, LLC$567,384$306,700,000$9,900,000$316,600,000
735Jones Barclay Boston & Co.$549,498$308,764,305$6,647,657$315,411,962
736Preston Wealth Advisors$277,597$313,500,000$1,850,000$315,350,000
737Trunorth Wealth Partners$355,530$290,000,000$25,000,000$315,000,000
738Walter & Keenan Finanical Consulting Co$1,810,258$314,984,817$0$314,984,817
739Sage Capital Management$565,872$212,856,511$101,768,418$314,624,929
740Devere Usa Inc.$334,043$0$314,000,000$314,000,000
741A. N. Culbertson & Company, Inc.$374,198$305,968,000$7,236,000$313,204,000
742Biltmore Capital Advisors$491,035$297,822,984$14,966,040$312,789,024
743Waypoint Wealth Partners$647,054$312,527,116$0$312,527,116
744Wealth Dimensions Group, Ltd.$296,867$310,763,227$1,540,660$312,303,887
745FIC Capital, Inc.$901,734$284,600,000$27,400,000$312,000,000
746Traust Sollus Wealth Management$465,829$297,456,976$13,716,655$311,173,631
747FMA Advisory Inc$281,975$309,034,465$1,701,977$310,736,442
748The Patten Group$335,909$306,350,869$4,365,134$310,716,003
749Watermark Asset Management, Inc.$304,355$310,441,623$0$310,441,623
750Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
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Showing 701 to 750 of 1,778 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on December 5, 2016.